Concert Wealth Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Concert Wealth Management’s Portfolio DTH Stock Details DTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-840	Closed	-$32K	–	561
2016 Q3	$32K	Buy	+840	New	+$31.6K	﹤0.01%	862

Other funds holding DTH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's DTH Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q4 2016, closing a stake of 840 shares — an estimated $32K sold.

Concert Wealth Management first reported a position in DTH in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 49 funds tracked by Wall St. Rank hold DTH as of Q4 2016.

Concert Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 840 WisdomTree International High Dividend Fund shares in Q4 2016, an estimated $32K.
Concert Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's WisdomTree International High Dividend Fund position peaked at $32K in Q3 2016.
49 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.